Long-term investor
Lifeplan Investment Advisors, Inc. @lifeplaninvestmentadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002045484).
Record
- Tracked since 2025-06-30 (483 days), 87 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +4.8% · 1 year +4.5% · all +4.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 4.5% · long · since 2025-06-30
- 464287226 · 4.1% · long · since 2025-06-30
- 922908363 · 3.7% · long · since 2025-06-30
- 922908736 · 3.6% · long · since 2025-06-30
- 381430123 · 3.4% · long · since 2025-06-30
- 921943858 · 3.3% · long · since 2025-06-30
- 46434V613 · 2.8% · long · since 2025-06-30
- 922908744 · 2.7% · long · since 2025-06-30
- 922908611 · 2.2% · long · since 2025-06-30
- 808524706 · 2.2% · long · since 2025-06-30
- 922908595 · 1.8% · long · since 2025-06-30
- 46435G672 · 1.8% · long · since 2025-06-30